25 days old

Capital Markets Operations Coordinator

Newport Beach, CA 92663

Plays a crucial role in providing project management and administrative support which includes assisting with financial and marketing functions for the Capital Markets group.


Assists Team with project management through tracking, updating project logs, task lists, and resource allocations as requested; prepares standard project status reports for Capital Markets department, client and management; reports typically include: status update, budget, schedule and risk.

Performs day-to-day administrative support tasks for the department including but not limited to: typing, formatting and producing documents and reports, distributing correspondence, preparing and maintaining files and arranging meetings.

Assists with Capital Markets administration deliverables (i.e. meeting minutes, budget tracking, schedule updates, marketing information, etc.).

Creates and maintains library of a wide variety of template, company-sanctioned marketing materials that may include maps, advertisements, demographic reports, and executive summary brochures for in-house and client presentations using advanced desktop, graphic, and mapping software.

Performs administrative duties specific to department such as, conducting research, updating databases, and preparing collateral marketing materials for mass mailings and communication.

Interfaces with sales professionals, department staff, etc. regarding marketing and client requirements; gathers necessary information to complete marketing tasks; works with stakeholders on appropriate methodology on creation of marketing and presentation materials.

Assists with additional projects as needed.

Other duties as assigned.


No formal supervisory responsibilities in this position.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.



High School diploma or General Education Degree (GED) required with a minimum of 2 years related experience. Bachelor's degree from a four-year college or university preferred.



Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal department and/or large groups of employees.

Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.

Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills.

Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.



Advanced skills with Microsoft Office Suite, internet research and web publishing skills. Ability to manipulate basic templates in Power Point and/or InDesign preferred. Strong marketing knowledge needed.


Experience with desktop, graphics, and presentation software and technology preferred.

Escrow knowledge preferred, Research Capabilities preferred



Decisions made with thorough knowledge of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause negative impact to internal and external clients.


Posted: 2019-10-18 Expires: 2019-11-18

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Capital Markets Operations Coordinator

Newport Beach, CA 92663

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